Alan Nevin
Barry Graff, Ph.D.
Ben Mason
Chris Meacham, CPA
Donna Stidham, Esq.
John Neal
Lupe Alba
Nancy G. Henderson, Esq.
Pepe Charles
R. J. Kelly, MSFS, ChFC
Richard J. Muscio, CPA
Robert Brome, CPA
Teofla Rich
William L. Exeter
Zunaira Munir, Ph.D
Speakers Bureau
Register For A Seminar
Click here to register for the next Wealth & Legacy Seminar.
The cost to attend a Wealth & Legacy Seminar is as follows:
- One (1) individual for one (1) seminar is $40.00
- One (1) individual with one (1) guest for one (1) seminar is $60.00
- One (1) individual with two (2) guests for one (1) seminar is $80.00
- One (1) individual for the next four (4) seminars is $140.00
If paying by check, please make check payable to The Center for Wealth & Legacy Studies and mail to:
The Center for Wealth & Legacy
C/O R. J. Kelly
4550 Kearny Villa Road, Suite 103
San Diego, CA 92123
Congressional District Programs, Inc. Disclosure Information
The Center for Wealth & LegacyTM a project of Congressional District Programs, Inc. – a registered 501(c)(3) public charity.
All moneys raised by The Center are received by Congressional District Programs and become the sole property of CDP which, for internal operating purposes, allocates the funds to the Project. The Program Manager makes recommendations for disbursements which are reviewed by CDP for approval.
Congressional District Programs Policies and Procedures
CDP Programs
Privacy Policy
State Fundraising and Solicitation Guidelines
Non-Discrimination Policy